Bright Oak Financial Management is an independent financial management firm located in Portland, Oregon. They offer a wide range of services including long-term care insurance, group health insurance, life insurance, individual health insurance, disability income insurance, and 401(k) information. Their team of qualified associates is dedicated to helping clients understand and navigate the complexities of personal finance, providing them with the tools and knowledge to pursue their financial goals.
With a proactive approach to financial management, Bright Oak Financial Management aims to help clients make informed decisions about insurance, investing, retirement planning, estate planning, and wealth preservation strategies. They provide valuable resources such as newsletter articles, calculators, and research reports to help clients gain a better understanding of financial concepts and market performance data. As skilled professionals in the field, they strive to create personalized retirement plans based on individual circumstances, ensuring that each client's goals are addressed and pursued.
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